ai-infrastructure

Lightstorm, Microsoft, Singtel, and Tata Communications will build the 3,600 km I-2SEA submarine cable linking India's AI data centers to Singapore and Malaysia by Q4 2029.

TeraWulf will lease Anthropic a 401 MW AI campus in Hawesville, Kentucky, for about $19 billion over 20 years, while selling its Abernathy Joint Venture stake to Fluidstack.

Microsoft and Chevron unveiled Project Kilby, a co-located 2.67-gigawatt natural gas plant in West Texas that will supply a Microsoft AI and cloud data center under a 20-year power agreement.

Microsoft is moving hollow-core fiber from pilot to production for Azure, partnering with Corning and Heraeus after a research team recorded the lowest optical-fiber loss ever measured, 0.091 dB/km.

Digital Realty paid about $475 million for land at De Soto, Kansas, planning a campus scaling from 600 MW in 2028 to 2 GW.

Bloomberg reports Meta is standing up a cloud business under its 'Meta Compute' initiative to sell spare AI capacity; CoreWeave and Nebius shares fell 10.8% and 12.4%.

Nokia will spend about $30 million to grow its Allentown, Pennsylvania test and packaging site up to tenfold, backed by state aid and a federal CHIPS tax credit.

AI inference platform Baseten closed a $1.5 billion Series F at a $13 billion valuation, lifting total funding past $2 billion and underscoring how aggressively venture capital is chasing the infrastructure that serves AI models.

Qualcomm agreed to acquire Modular in an all-stock deal worth about $3.9 billion, expected to close in the second half of 2026.

The vendor-neutral foundation will partner with FinOps to extend the FOCUS billing spec to AI token spend, backed by 12 enterprises.

Google and DDN unveiled a 10x throughput jump for Managed Lustre at Cloud Next 2026, adding a $0.06/GB-month Dynamic tier and showing 75% inference gains via KV-cache sharing.

The New York-based AI infrastructure startup grew annualized revenue fivefold to over $300 million in six months, fueled by the surge in AI-assisted coding.